JB Strategy Income (CHF) A Acc CHF |
Growth Of 1000 (EUR) | 30/09/2024 |
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Annual Returns (EUR) | 30/09/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021* | 2022* | 2023* | 30/09 | |
Total Return | -4.69 | -3.29 | 12.55 | 3.35 | 8.56 | -8.88 | 9.90 | 4.14 |
+/- Category | -0.44 | -2.08 | 0.59 | 1.12 | 0.03 | -1.38 | -0.39 | 0.59 |
+/- Category Index | 0.45 | -5.57 | 2.79 | 1.01 | 0.94 | 2.26 | -8.77 | -1.50 |
% Rank in Category | 64 | 84 | 39 | 32 | 47 | 69 | 69 | 42 |
Trailing Returns (EUR) | 17/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.48 | 0.76 | 0.47 |
1 Week | 0.79 | 0.35 | -0.46 |
1 Month | 1.87 | 1.28 | 0.09 |
3 Months | 4.41 | 0.22 | -0.23 |
6 Months | 8.03 | 1.08 | -0.91 |
YTD | 5.37 | 3.10 | -1.23 |
1 Year | 11.81 | 2.32 | -3.00 |
3 Years Annualised* | 3.04 | -0.09 | -2.43 |
5 Years Annualised* | 4.02 | 0.34 | -0.77 |
10 Years Annualised* | 3.24 | -0.10 | -1.61 |
Category: CHF Cautious Allocation | |||
Category Index: Cat 75%Citi SwissGBI&25%MSCI Wld Free NR |
Quarterly Returns (EUR) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | -0.80 | 1.24 | 3.69 | - |
2023 | 0.74* | 2.30* | -0.45 | 7.12 |
2022 | -3.99* | -5.13* | 0.75* | -0.71* |
2021 | -0.03* | 2.96* | 0.28* | 5.17* |
2020 | -6.54* | 6.77* | 0.43* | 3.13* |
2019 | 5.92* | 1.84* | 2.39* | 1.89* |
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